Retirement Investing
Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely
Found 846 Articles.
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Portfolio Links
Today’s Markets: To see how the markets are doing today click here. Price charts: You can’t beat www.bigcharts.com for elaborate free charts and quotes. Economic data Modern Portfolio Theory: To get traditional portfolio advice, check FinPortfolio.com, Index Investor.com, and Efficient Frontier.com. Mutual Funds: Learn more about your funds through Yahoo! Finance and Morningstar. Bonds: Start […]
Rough Going for Economy, Stock Markets
There’s still time to register to meet me and hear me speak at the upcoming MoneyShow Las Vegas, May 10-13 at Caesars Palace. I’ll participate in four presentations and will be pleased to make myself available to talk to you and my other subscribers who attend. The dozens of other speakers will include my colleagues […]
The Market is Swinging from Sick to Healthy
This week I received my copies of the brand-new second edition of The New Rules of Retirement, and I noticed it continues to rise on Amazon.com’s rankings. It is now officially on sale and available for delivery. It is a significant update from the first edition and brings together all the important financial angles of […]
The Competition Between Growth and Value Stocks
The second edition of The New Rules of Retirement continues to rise on Amazon.com’s rankings, though it won’t be available for another 10 days or so. The pre-publication interest and orders are gratifying. This significant rewriting of the first edition covers all the financial aspects of retirement, and then some. You can learn more about the […]
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What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.
Data Points to Improved Labor Market
It won’t be published officially for a few more weeks, but the revised edition of my book, “The New Rules of Retirement,” is rising in popularity on Amazon.com thanks to your interest and pre-publication orders. The changes from the first edition are significant. I had to almost completely re-write the book. It covers all the […]
The Classics: IF
Rudyard Kipling If you can keep your head when all about you Are losing theirs and blaming it on you, If you can trust yourself when all men doubt you But make allowance for their doubting too, If you can wait and not be tired by waiting, Or being lied about, don’t deal in lies, […]
Alternative Share Classes and Funds
Not all readers are able or willing to invest in my recommended funds or share classes. Some funds are closed to new investors. Some funds or share classes aren’t available through the broker or other medium a reader prefers to use. Other readers don’t qualify for the recommended share class because of minimum investment requirements […]
Life Expectancy Tables For Required Minimum Distributions
Life Expectancy Tables For Required Minimum Distributions Distributions from traditional IRAs and other qualified retirement plans are required after age 70 1/2 for account owners and after inheritance by beneficiaries. Beneficiaries of Roth IRAs also are required to take RMDs. RMDs are calculated by using life expectancy tables provided by the IRS. You can use […]
